BL Position 1096

BrokerLink • Belle River, ON

3d • CA$44,700 - CA$54,700 • Hybrid

About The Position

BrokerLink is seeking a Personal Insurance Advisor to join their growing team. This role involves servicing ongoing client needs, advising on insurance matters, conducting needs assessments, recommending solutions, answering inquiries, performing care calls, and processing renewals. Additionally, the advisor will sell new policies to existing or new clients, retain the existing book of business, and quote new business through outbound calls, introductory letters, and walk-in clients. The role requires contacting Underwriters and Adjusters to discuss guidelines and policies, preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes, and reviewing renewals. The advisor must stay current on underwriting rules and workflow processes, actively participate in training initiatives and community marketing efforts, process Account Receivable activities, and provide guidance and assistance as requested. BrokerLink emphasizes its values of integrity, respect, customer-driven mindset, striving for excellence, and generosity, which drive their diversity and inclusion efforts. They aim to attract and retain like-minded individuals who provide high levels of customer service and professionalism, investing in employee success and offering opportunities for growth in an environment that values its team members. With over 200 offices across Canada, flexible work arrangements are available. BrokerLink is an equal opportunity employer committed to providing an accessible and inclusive environment.

Requirements

• High School and or Post-Secondary Education
• Minimum 1-year Personal Insurance experience preferred
• Exposure to Epic is an asset
• Strong customer focus
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Must be eligible to work in Canada from the anticipated start date and throughout their employment

Responsibilities

• Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals
• Sell new policies/write new business to existing or new clients, retain existing book of business
• Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives
• Process Account Receivable activities
• Provide guidance and assistance as requested

Benefits

• Flexible work arrangements
• Multiple benefits offered to support physical and mental wellbeing
• Wellness account
• Share plan & other savings
• Incentive plan
• Commissions & other performance incentives: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance)
• Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions
• Group RRSP, with company matching DPSP offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED